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Tortoise Investment Management’s Dimensional California Municipal Bond ETF DFCA Stock Holding History

Tortoise Investment Management’s Portfolio DFCA Stock Details DFCA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$461K Buy
9,190
+2,600
+39% +$130K 0.03% 182
2026
Q1 		$329K Hold
6,590
– – 0.03% 191
2025
Q4 		$330K Sell
6,590
-1,202
-15% -$60.2K 0.03% 187
2025
Q3 		$388K Buy
7,792
+1,013
+15% +$50.1K 0.03% 175
2025
Q2 		$334K Hold
6,779
– – 0.03% 171
2025
Q1 		$336K Buy
6,779
+2,900
+75% +$145K 0.04% 164
2024
Q4 		$194K Sell
3,879
-3,201
-45% -$161K 0.02% 225
2024
Q3 		$359K Buy
7,080
+978
+16% +$49.4K 0.04% 169
2024
Q2 		$306K Sell
6,102
-5,115
-46% -$256K 0.03% 175
2024
Q1 		$566K Buy
11,217
+1,380
+14% +$69.8K 0.07% 145
2023
Q4 		$499K Buy
9,837
+3,173
+48% +$157K 0.07% 145
2023
Q3 		$326K Buy
+6,664
New +$332K 0.05% 164

Other funds holding DFCA

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
CC
Citrine Capital San Francisco, California $270M AUM 11.56% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
SAI
Savvy Advisors Inc New York $4.71B AUM 25.36% 1-Year Est. Return
EWM
Elmwood Wealth Management Berkeley, California $400M AUM 17.81% 1-Year Est. Return
ODA
One Degree Advisors San Diego, California $448M AUM 19.73% 1-Year Est. Return
SRCM
Signature Resources Capital Management Newport Beach, California $254M AUM 26.72% 1-Year Est. Return
OCM
One Capital Management Westlake Village, California $3.6B AUM 16.02% 1-Year Est. Return
TWM
TriaGen Wealth Management Calabasas, California $400M AUM 39.13% 1-Year Est. Return
VT
Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return

Tortoise Investment Management's DFCA Position: Q2 2026 in Review

Tortoise Investment Management increased its Dimensional California Municipal Bond ETF (DFCA) stake by 39% in Q2 2026, buying an estimated $130K and bringing the position to 9,190 shares worth $461K. The position accounts for 0.03% of the portfolio, ranked #182.

Tortoise Investment Management first reported a position in DFCA in Q3 2023 and has held it in 12 quarters since. The position peaked at $566K in Q1 2024. 83 funds tracked by Wall St. Rank hold DFCA as of Q2 2026.

  • Tortoise Investment Management held 9,190 shares of Dimensional California Municipal Bond ETF worth $461K as of Q2 2026.
  • Tortoise Investment Management bought 2,600 Dimensional California Municipal Bond ETF shares in Q2 2026, an estimated $130K.
  • Dimensional California Municipal Bond ETF made up 0.03% of Tortoise Investment Management's portfolio in Q2 2026, its #182 holding.
  • Tortoise Investment Management first reported a position in Dimensional California Municipal Bond ETF in Q3 2023 and has held it in 12 quarters since.
  • Tortoise Investment Management's Dimensional California Municipal Bond ETF position peaked at $566K in Q1 2024.
  • 83 funds tracked by Wall St. Rank held Dimensional California Municipal Bond ETF as of Q2 2026.

Based on Tortoise Investment Management's 13F filing for Q2 2026, filed 7 Aug 2026.